Who owns First Trust Dorsey Wright Focus 5 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FV from SEC Form 13F filings across 356 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 356 institutions disclosed 33.3M shares of First Trust Dorsey Wright Focus 5 ETF worth $2.52B — about 58.6% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
356
13F holders
$2.52B
value, 2026 filers
58.6%
of shares outstanding (33.3M sh)
57
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5.5M | $419.5M | 0.0% | 9.7% | -1.2% |
| 2 | LPL Financial LLC | 3.3M | $250.3M | 0.1% | 5.8% | +6.4% |
| 3 | WELLS FARGO & COMPANY/MN | 2.4M | $184.3M | 0.0% | 4.3% | -24.7% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 1.7M | $132.5M | 0.2% | 3.1% | -5.5% |
| 5 | RAYMOND JAMES FINANCIAL INC | 1.7M | $128.7M | 0.0% | 3% | -4.9% |
| 6 | UBS Group AG | 1.2M | $91.1M | 0.0% | 2.1% | -4.3% |
| 7 | BANK OF AMERICA CORP /DE/ | 1.2M | $87.8M | 0.0% | 2% | -2.0% |
| 8 | ROYAL BANK OF CANADA | 742,094 | $56.3M | 0.0% | 1.3% | -2.0% |
| 9 | OSAIC HOLDINGS, INC. | 646,596 | $49.1M | 0.1% | 1.1% | -10.3% |
| 10 | Proactive Wealth Strategies LLC | 604,871 | $45.9M | 7.4% | 1.1% | -0.8% |
| 11 | Prospera Financial Services Inc | 596,001 | $45.2M | 0.7% | 1% | -5.6% |
| 12 | Concurrent Investment Advisors, LLC | 568,217 | $43.1M | 0.4% | 1% | +1.0% |
| 13 | NewEdge Advisors, LLC | 552,680 | $41.9M | 0.1% | 1% | +118.6% |
| 14 | &PARTNERS | 517,054 | $36.6M | 0.2% | 0.9% | +764.6% |
| 15 | Janney Montgomery Scott LLCNEW | 487,338 | $37.0M | 0.1% | 0.9% | new |
| 16 | SARD WEALTH MANAGEMENT GROUP, LLC | 478,783 | $36.3M | 17.4% | 0.8% | +2.2% |
| 17 | Cambridge Investment Research Advisors, Inc. | 477,376 | $36.2M | 0.1% | 0.8% | -8.4% |
| 18 | STIFEL FINANCIAL CORP | 416,105 | $31.6M | 0.0% | 0.7% | -1.5% |
| 19 | Cetera Investment Advisers | 403,313 | $30.6M | 0.0% | 0.7% | -0.1% |
| 20 | Rockefeller Capital Management L.P. | 395,929 | $30.0M | 0.0% | 0.7% | -4.7% |
| 21 | D.A. DAVIDSON & CO. | 393,649 | $29.9M | 0.2% | 0.7% | -1.2% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 362,245 | $27.5M | 0.0% | 0.6% | -6.9% |
| 23 | BENJAMIN EDWARDS INC | 285,409 | $21.7M | 0.2% | 0.5% | -6.5% |
| 24 | Baird Financial Group, Inc. | 282,564 | $21.4M | 0.0% | 0.5% | -17.7% |
| 25 | Madrona Financial Services, LLC | 254,309 | $19.3M | 3.6% | 0.4% | +2.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.